See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $198 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,122 | $46,173-65.1% | $170,442-90.5% | $69,631-76.8% |
| Participation rate | 71.0% | 63.9%+7.1pp | 83.6%-12.6pp | 70.7%+0.3pp |
| Annual return | 14.51% | 21.62%-7.1pp | 205.93%-191.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $877 | $1,610-45.5% | $5,433-83.9% | $2,032-56.9% |
| Participant deferral / active EE | $1,377 | $2,080-33.8% | $4,939-72.1% | $3,224-57.3% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |